Fintech Corner: RIAs Stay Nimble in the Face of Cyber and COVID Headwinds
Practifi's Adrian Johnstone recently joined the DWealth Muse podcast to discuss the role of CRMs in RIAs, cybersecurity for advisors and how COVID has impacted the relationship between advisors and tech.
Fintech Corner: How CRMs Play a Vital Role in RIA Compliance
Practifi chief commercial officer and co-founder Adrian Johnstone joined Dara Albright on a recent episode of DWealth Muse to discuss the role that CRMs play in the adoption of digital assets.
The Taylor Report (8/17/21)
What's new? Other than Afghanistan.....not much.....August is traditionally slow and the last two weeks before the end of summer is even slower.....BITCOIN seems "comfy" around $46K.
Publisher Notes For 8/18/21
This week we hear that bitcoin could be considered a “once in a species” phenomenon, learn about the vital role CRMs play in compliance and chat with wealthtech phenom Aaron Schumm of Vestwell plus more!
WEALTHTECH INSIDER: Three Steps to Help Protect Your RIA from Data Breaches
Data security breaches grab headlines every day, exposing businesses & their clients to grievous costs & potential liabilities. In the first half of 2021, more than 1,700 data breaches have exposed about 18.8 billion records.
REAL CLEAR CRYPTO: Institutions are Herding Into Crypto
John Sarson first started thinking about bitcoin as an investment opportunity in 2015. At the time, he was managing his own RIA firm focused on ETFs and low-cost trend-following investments.
REAL CLEAR CRYPTO: Sarson Funds Talks Bitcoin, Ethereum and Institutional Adoption
The attention of the cryptocurrency industry was pulled to Washington, D.C. in recent days, where the $1.2 trillion Infrastructure Investment and Jobs Act included a target on the market’s back.
Publisher Notes For 8/10/21
Greetings, Fintech Friends! This week we review the current (and lingering) demise of gold, learn about the Tezos blockchain and what it means for the future of DeFi and chat with wealthtech CEO Helen Yang of Andes Wealth Technologies plus more!
The Taylor Report (8/10/21)
Buy BITCOIN....if you missed buying (or adding to) BITCOIN in the $30K area, don't miss the $40K area.....BTC is rolling and heading for new all time highs.....ETH actually stronger than I thought
WEALTHTECH INSIDER: The Roles Of Advisor Tech And Communication For Pandemic-Era Breakaways
Months of pent-up entrepreneurial demand and the flexibility of on-demand, remote service have set the stage for a surge in breakaway activity.